Summary Verdict
RBLX: 4—APPF: 1wins
Rule of 40
63.5RBLX
46.3APPF
check_circleRBLX leads
Revenue Growth
35.8%RBLX
21.5%APPF
check_circleRBLX leads
Gross Margin
89%RBLX
84%APPF
check_circleRBLX leads
FCF Margin
27.7%RBLX
24.8%APPF
check_circleRBLX leads
Operating Margin
-25.2%RBLX
15.8%APPF
check_circleAPPF leads
NRR
—RBLX
—APPF
Metric
Rule of 40Efficiency score
RBLX
63.5check_circle
APPF
46.3
Revenue GrowthYoY
RBLX
35.8%check_circle
APPF
21.5%
Gross Margin% of revenue
RBLX
89%check_circle
APPF
84%
FCF MarginFree cash flow
RBLX
27.7%check_circle
APPF
24.8%
Operating MarginGAAP
RBLX
-25.2%
APPF
15.8%check_circle
NRRNet retention
RBLX
N/A
APPF
N/A
EV / RevenueValuation multiple
RBLX
N/A
APPF
6.3x
Market CapUSD
RBLX
N/A
APPF
$6.1B
ARR GrowthYoY
RBLX
N/A
APPF
N/A
CAC PaybackMonths to recover
RBLX
N/A
APPF
N/A
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insights
Analysis
As of Q4 2025, Roblox Corp trades at N/A EV/Revenue versus AppFolio, Inc. at 6.3x. On the Rule of 40, Roblox Corp scores 63.5 compared to AppFolio, Inc.'s 46.3, placing Roblox Corp ahead in operating efficiency. Gross margins stand at Roblox Corp 89% vs AppFolio, Inc. 84%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.